Services›Business Services›Corporate Restructuring

Corporate restructuring designed around where your business is headed.

We redesign corporate structures to reduce tax exposure, protect assets, prepare for succession, and support growth. Whether you're bringing in a partner, planning a sale, freezing value, or cleaning up a complex structure, we build the right framework behind the scenes.

Restructure with intention. Reduce tax leakage. Protect what you've built. Prepare for what's next.

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When Restructuring Makes Sense

You'll know it's time when one of these applies

You're planning to sell your business

You're bringing in a new shareholder

You want to separate investments from operations

Your corporation has accumulated passive income

You're planning for succession or estate transfer

Shareholders are parting ways

You want to multiply or preserve access to the lifetime capital gains exemption

You need to unwind or simplify an existing structure

What We Handle

We handle the technical design and implementation

Tax-deferred asset transfers

Corporate reorganizations

Estate and succession freezes

Holding company and trust structures

Amalgamations and wind-ups

Pre-sale and post-mortem planning

Asset protection strategies

Coordination with legal counsel

Our Approach

How we work through a restructuring engagement

Structure review and tax exposure analysis

Design of optimal structure

Financial modelling of tax impact

Coordination with legal counsel

Implementation and compliance filings

Is This Right For You

This service is built for business owners who

Have a corporate structure that was set up years ago and no longer reflects where the business is headed
Are approaching a major transition: a sale, a partnership change, or succession
Want to reduce tax exposure before it compounds further
Need to separate personal wealth from business risk
Are being advised to restructure but want a CPA who can lead the process, not just comment on it

FAQs

Common questions

It depends on the complexity of the structure and the number of parties involved. Simple reorganizations can be completed in a few weeks. More complex structures involving multiple entities, legal coordination, and regulatory filings can take several months.

Yes. Restructuring often requires legal documentation. We coordinate directly with your legal counsel to ensure the tax strategy and legal execution are aligned. If you don't have a lawyer, we can recommend one.

Restructuring engagements are priced based on scope and complexity. After an initial consultation to understand your situation, we provide a clear quote before any work begins.

Yes. Most restructuring happens with active businesses. The process is designed to minimize disruption while achieving the desired tax and structural outcomes.

That's what the discovery call is for. We'll review your current structure, understand your goals, and tell you whether restructuring makes sense or if there's a simpler path.

When done correctly, most restructuring transactions can be completed on a tax-deferred basis. Part of our process is modelling the tax impact before implementation so there are no surprises.

The right structure changes everything.

Book a discovery call to discuss your current structure and what needs to change.

Book a Discovery Call